Adviser Associate

🔥 7 minutes ago

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Hunt St

WebsiteLinkedInAll Job Openings

1 - 10 employees

🎯 Recruiter

👥 HR Tech

🤝 B2B

Recruitment • HR Tech • B2B

Hunt St is an Australia-based recruiting firm founded by brothers Shaun and Eliot with the aim of helping small and medium-sized enterprises (SMEs) hire top offshore talent directly, avoiding the high costs associated with traditional outsourcing agencies. The company offers a unique one-time finder's fee model, enabling clients to save significantly on recruitment costs. They provide comprehensive services including job postings, candidate screenings, interviews, and legal support for compliant remote hiring. Hunt St specializes in sourcing talent from countries like the Philippines, Nepal, Indonesia, and India, offering a transparent and ethical hiring process that allows businesses to provide fairer compensation to employees while ensuring stringent security and compliance measures are met.

📋 Description

• Prepare strategic advice briefs before client meetings. • Review client information, previous advice documents, and CRM records. • Develop financial strategy recommendations with the adviser. • Prepare detailed paraplanning briefs for external paraplanners. • Draft simple Records of Advice (ROAs) where appropriate. • Review Statements of Advice (SOAs) and ROAs for quality, accuracy, and compliance. • Monitor the progress of advice documents from preparation through implementation. • Review implementation paperwork before submission. • Update and maintain client records in Xplan. • Liaise with advisers, paraplanners, product providers, and clients as required. • Support continuous process improvements, including the use of AI tools and automation. • Mentor junior team members as the business grows.

🎯 Requirements

• Minimum 5 years of experience in an Australian financial planning environment as an Adviser Associate, Senior Paraplanner, or similar role. • Strong knowledge of Australian financial planning, including: • - Superannuation • - Retirement planning • - Investments • - Centrelink • - Insurance • Experience using Xplan. • Ability to prepare strategy recommendations and review advice documents. • Strong understanding of compliance requirements within Australian financial advice. • Excellent written and verbal English communication skills. • High attention to detail and strong organizational skills.